PINNACLE ASSOCIATES LTD - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
PINNACLE ASSOCIATES LTD ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$44,487,304
-0.4%
209,441
+3.3%
0.83%
+6.7%
Q2 2023$44,678,175
+9.3%
202,824
+1.3%
0.78%
-7.3%
Q1 2023$40,874,536
+9.3%
200,267
+2.4%
0.84%
+2.6%
Q4 2022$37,387,459
+11.3%
195,551
+4.5%
0.82%
+5.7%
Q3 2022$33,592,000
-8.9%
187,172
-4.2%
0.77%
-4.1%
Q2 2022$36,870,000
-19.9%
195,473
-3.3%
0.80%
-1.2%
Q1 2022$46,013,000
+15.9%
202,102
+22.9%
0.81%
+18.8%
Q4 2021$39,710,000
+11.1%
164,472
+2.1%
0.68%
+3.9%
Q3 2021$35,755,000
-10.1%
161,014
-9.8%
0.66%
-8.3%
Q2 2021$39,788,000
+9.9%
178,567
+2.0%
0.72%
+4.2%
Q1 2021$36,200,000
+7.4%
175,143
+1.1%
0.69%
+0.7%
Q4 2020$33,714,000
+9.6%
173,212
-4.1%
0.68%
-6.3%
Q3 2020$30,759,000
+5.1%
180,605
-3.4%
0.73%
+1.2%
Q2 2020$29,277,000
+58.9%
187,036
+30.8%
0.72%
+28.9%
Q1 2020$18,427,000
+131.2%
142,946
+193.5%
0.56%
+220.0%
Q4 2019$7,969,000
+12.0%
48,703
+3.4%
0.18%
+4.2%
Q3 2019$7,114,000
+4.5%
47,112
+3.9%
0.17%
+5.7%
Q2 2019$6,806,000
-5.0%
45,346
-8.4%
0.16%
-1.9%
Q1 2019$7,166,000
+31.6%
49,521
+16.1%
0.16%
+14.9%
Q4 2018$5,445,000
+81.3%
42,662
+112.6%
0.14%
+127.4%
Q3 2018$3,003,000
-7.5%
20,066
-13.2%
0.06%
-7.5%
Q2 2018$3,248,000
+6.3%
23,129
+2.8%
0.07%
+11.7%
Q1 2018$3,055,000
+19.9%
22,508
+21.3%
0.06%
+22.4%
Q4 2017$2,548,000
+20.9%
18,562
+14.1%
0.05%
+25.6%
Q3 2017$2,108,000
-0.8%
16,272
-4.7%
0.04%
-4.9%
Q2 2017$2,125,000
-26.5%
17,077
-28.4%
0.04%
-25.5%
Q1 2017$2,892,000
+43.7%
23,839
+36.7%
0.06%
+34.1%
Q4 2016$2,012,000
+15.2%
17,443
+11.2%
0.04%
+17.1%
Q3 2016$1,746,000
+1.2%
15,687
-2.6%
0.04%
-5.4%
Q2 2016$1,725,000
+4.7%
16,101
+2.4%
0.04%
+5.7%
Q1 2016$1,648,000
+27.8%
15,719
+27.1%
0.04%
+29.6%
Q4 2015$1,290,000
+2.8%
12,368
-2.7%
0.03%
-3.6%
Q3 2015$1,255,000
+2.7%
12,717
+11.4%
0.03%
+21.7%
Q2 2015$1,222,000
-1.7%
11,417
-1.5%
0.02%0.0%
Q1 2015$1,243,000
+29.9%
11,592
+28.5%
0.02%
+21.1%
Q4 2014$957,000
+23.6%
9,024
+18.0%
0.02%
+18.8%
Q3 2014$774,000
+11.5%
7,648
+12.2%
0.02%
+14.3%
Q2 2014$694,000
+31.2%
6,818
+25.6%
0.01%
+40.0%
Q1 2014$529,000
+15.8%
5,427
+14.0%
0.01%
+11.1%
Q4 2013$457,000
+32.5%
4,762
+21.0%
0.01%
+28.6%
Q3 2013$345,0003,9370.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders